LiveCareer-Resume

loan officer resume example with 10+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Professional Summary

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. I am very organized with a proven track record of providing exceptional customer service in fast-paced environments. I pay great attention to detail and have strong decision making skills to manage multiple, concurrent tasks. I maintain a professional appearance and demeanor and expertly complete assigned tasks with focus on quality. I am very dependable and would be a great asset to any team.

Skills
  • Multi-Line Telephone Systems
  • Strong Organizational Skills
  • Multitasking and Time Management
  • Confidentiality and Data Protection
  • Employee Training
  • Customer Relationship Management
  • Great Communication Skills
  • Works Well With Others or Independently
Work History
05/2022 to Current Loan Officer Spring Eq | Plymouth Meeting, PA,

I have taken all of the required classes, done all of the necessary training and passed the state exam needed to acquire a state license. Some of my duties include;

  • Reviewed and edited loan agreements to promote efficiency and accuracy.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Recruit clients needing financing
  • Help them through the online application process
  • Attend trainings and keeping my license up to date
  • Marketing/networking
  • Office support
  • Reviewing applications to ensure that all the relevant paperwork has been submitted
  • Checking loan-to-value and debt-to-income ratios
  • Completing detailed affordability assessments
  • Requesting credit checks on applicants
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Complied with regulatory requirements of Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Developed and maintained relationships with local real estate agents.
  • Maintained strict confidentiality of bank records and client information.
  • Advised clients on mortgage, education and personal loans.
05/2012 to 06/2021 Administrative Assistant Nbc Universal | Dallas, TX,

I started my career at Central Michigan Orthopaedics with a front desk position. I greeted patients, managed appointments, collected co-pays and all other front desk operations. I was later promoted to a new position with more responsibilities. In my new position I managed medical records and other duties that included but were not limited to;

  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Scheduling patients for appointments, testing and surgeries
  • Maintain schedules for four different doctors
  • HIPPA compliant training
  • Pre-authorizations for testing & surgeries
  • Verify insurance & demographic information
  • Accounts receivable; sort incoming insurance, legal and patient payments, then prepare the bank deposits for the office
  • Convert paper charts into digital charts and upload to them to our EMR system
  • Coordinate committee meetings and log meeting notes
  • Scanning surgical procedures & pictures into our EMR system
  • Billing/patient collections
  • Patient referrals
  • Complete FMLA/STD forms & worker’s compensation release forms
  • Medical records requests
  • Data entry of patient information into scheduling, billing and EMR software
  • Inventory & ordering both office and medical supplies
  • Record monitoring for all Independent Medical Exams
  • Filling in for any employees that are off in multiple departments
  • Setting up all new employee’s accounts and login information
  • Sorting all faxes, making sure records and test results got to the right person
  • Scheduled office meetings and client appointments for staff teams.
  • Sorted and distributed all office mail
  • Executed record filing system to improve document organization and management.
  • Coached new employees on administrative procedures, company policies and performance standards.
09/2010 to 03/2012 Administrative Coordinator Avera Health | Estherville, IA,

I ran the front desk at a very busy local salon. I was always the first person people would see when they walked in. I did all of the basic office duties that also included;

  • Greeted customers when they first walked in
  • Maintained numerous staff schedules & appointments
  • Inventory & ordering all office & salon supplies
  • Accounts payable & receivable
  • Created meeting notes, all office documents and advertising flyers with Microsoft office programs
  • Managed all front desk operations
  • Performed general office duties, including but not limited to; answering a multi-line telephone system, proofreading, filing, sorting and handling incoming and out going mail
Education
Expected in to to High school diploma | Mt. Pleasant Senior High School, Mount Pleasant, MI GPA:
Expected in to to NMLS #2266346 - Michigan | Nationwide Mortgage Licensing System , , GPA:

Mortgage Loan Originator license

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Resume Overview

School Attended

  • Mt. Pleasant Senior High School
  • Nationwide Mortgage Licensing System

Job Titles Held:

  • Loan Officer
  • Administrative Assistant
  • Administrative Coordinator

Degrees

  • High school diploma
  • NMLS #2266346 - Michigan

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